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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,726 | $183,539-95.2% | $155,556-94.4% | $145,897-94.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.45% | 61.31%-40.9pp | 64.84%-44.4pp | 552.29%-531.8pp |
| Employer contribution / active EE | $2,326 | $5,315-56.2% | $4,675-50.3% | $4,663-50.1% |
| Participant deferral / active EE | $5,540 | $6,467-14.3% | $5,631-1.6% | $6,689-17.2% |
| Admin fee / account holder | $888 | $19,275-95.4% | $15,885-94.4% | $13,390-93.4% |